Harbor Investment Advisory
Harbor Private Wealth Advisory

Kelly Novak Group

The Kelly Group provides wealth management services to multi-generational families, individuals, foundations, and trusts

The Kelly Novak Group provides wealth management services to multi-generational families, individuals, foundations, and trusts.  Taking a collaborative approach to gain a deep understanding of each of client’s needs and objectives, the Kelly Novak Group delivers sophisticated, institutional level investment management solutions, customized financial strategies, and unwavering service.  Our client’s goals and desires are dynamic and always evolving.  Our responsibility is to make the appropriate adjustments to their financial plan, their investment portfolio and risk exposure to deliver the best possible outcomes.

 

Your Advisory Team

Phone: 410-659-8904

Contact Us
Steve Kelly

Managing Director,
Financial Advisor

Matt Novak

CFP®

Vice President,
Financial Advisor

Katrina Kunkler

Vice President,
Director of Research

Scott G. Hahn, Jr.

CFP®

Associate Vice President,
Client Relationship Manager

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